Retirement plan

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Name: SOUTHEAST PROTEIN PURVEYORS, LLC - EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC (2016) Form 5500
Creator: SOUTHEAST PROTEIN PURVEYORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC, SOUTHEAST PROTEIN PURVEYORS, LLC

SOUTHEAST PROTEIN PURVEYORS, LLCEIN 26-2672161Plan #001PY 2016

PO BOX 1024 - AUBURNDALE, FL 338231024863-877-0430LinkedIn1-10 employeesranching

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$298K

No prior year

Total participants

0.0% from 2015

Average account balance

$148,828

No prior year

Annual return

7.26%

+7.26 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$337K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,828

$136,307+9.2%

$106,619+39.6%

$273,972-45.7%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

7.26%

11.05%-3.8pp

9.42%-2.2pp

41.46%-34.2pp

Employer contribution / active EE

$5,386

$5,190+3.8%

$3,947+36.5%

$4,869+10.6%

Participant deferral / active EE

$8,923

$4,969+79.6%

$3,930+127.0%

$5,287+68.8%

Admin fee / account holder

$8,625-100.0%

$6,418-100.0%

$10,133-100.0%

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion